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AXIS Equity Savings Fund (IDCW-Q)

Equity Savings
Invest Now

  • NAV

    12.18(0.16%)

  • Fund Size (CR)

    ₹967.8

  • Expense Ratio

    2.26

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹500

  • Minimum Additional Investment

    ₹500

  • Minimum SIP Investment

    ₹100

  • Minimum Withdrawal

    ₹1,000

  • Exit Load If redeemed/swich out within 1 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1%1.00% - If redeemed/switched out on or within 1 months from the date of allotmentNIL - If redeemed/switch out after 1 months from the date of allotment.

    0%

  • Return Since Launch

    8.22%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -2.95%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Mayank Hyanki

Bench Mark

NIFTY Equity Savings Index TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 12 February 20259942.78-0.57%--0.25%117/139
1 Month17 January 20259870.12-1.30%--1.05%99/139
3 Month19 November 20249891.84-1.08%--0.45%109/139
6 Month19 August 20249877.43-1.23%--0.13%99/139
1 Year19 February 202410593.115.93%5.93%6.69%98/139
3 Year18 February 202212907.9729.08%8.88%8.29%67/139
5 Year19 February 202015633.5456.34%9.35%8.90%75/139
Since Inception14 August 201521218.00112.18%8.22%7.86%81/139

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 March 20241,20,000202066.4368.39% 68.39%
3 Year2 March 20223,60,000639394.5677.61% 21.10%
5 Year2 March 20206,00,0001083550.6880.59% 12.55%
10 Year1 September 201511,40,0002171336.4990.47% 6.66%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

1.77%

Standard Deviation

0.46%

Beta

0.39%

Sharpe Ratio

0.05%

Treynor's Ratio

0.62%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
HDFC Bank9.42%53686191.20EquityBanks
Reliance Industr8.20%62750479.39EquityRefineries
Infosys3.51%18064133.96EquityIT - Software
Larsen & Toubro3.41%9258933.03EquityInfrastructure Developers & Operators
ICICI Bank2.56%19760424.76EquityBanks
Hind. Unilever2.30%9010022.24EquityFMCG
M & M2.18%7071321.14EquityAutomobile
Bharti Airtel1.97%11720919.06EquityTelecomm-Service
Tata Steel1.72%123750016.66EquitySteel
Kotak Mah. Bank1.68%8560016.28EquityBanks

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
DSP Equity Savings Fund - Direct (IDCW)
2417.24-0.13%-0.06%2.06%10.99%10.06%
DSP Equity Savings Fund - Direct (G)
2417.24-0.12%-0.06%2.05%10.99%10.06%
DSP Equity Savings Fund - Direct (IDCW-M)
2417.24-0.12%-0.06%2.04%10.97%10.05%
DSP Equity Savings Fund - Direct (IDCW-Q)
2417.24-0.12%-0.06%2.05%10.97%10.05%
Sundaram Equity Savings Fund - Direct (G)
1066.96-0.61%0.10%0.30%10.17%11.83%

News

  • Axis Mutual Fund announces change in Exit Load Structure

    Axis Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 20 February 2025

    Change in Exit Load:

    Name of the Scheme Existing Exit Load Structure Revised Exit Load Structure
    Axis Income Advantage Fund of Funds : ' If redeemed / switched-out within 3 months from the date of allotment: - For 10% of investment: Nil. For remaining investment: 0.5%.
    ' If redeemed/switched out after 3 months from the date of allotment: Nil     		Nil

    Powered by Capital Market - Live News

  • Axis MF announces change in Fund Manager of the following schemes

    Axis Mutual Fund has announced change in Fund Manager of the following schemes with effect from: 01 February, 2025

    Change in Fund Manager of the Scheme:

    Scheme Name Existing Fund Manager(s) Proposed Fund Manager
    Axis Gold ETF Mr. Aditya Pagaria Mr. Aditya Pagaria,
    Mr. Pratik Tibrewal
    Axis Silver ETF Mr. Aditya Pagaria Mr. Aditya Pagaria,
    Mr. Pratik Tibrewal
    Axis Multi Asset Allocation Fund Mr. Ashish Naik,
    Mr. Devang Shah,
    Mr. Hardik Shah,
    Mr. Aditya Pagaria,
    Ms. Krishnaa N (For Foreign Securities)     		Mr. Ashish Naik,
    Mr. Devang Shah,
    Mr. Hardik Shah, Mr. Aditya Pagaria,
    Mr. Pratik Tibrewal,
    Ms. Krishnaa N (For Foreign Securities)
    Axis Gold Fund Mr. Aditya Pagaria Mr. Aditya Pagaria,
    Mr. Pratik Tibrewal
    Axis Silver Fund of Fund Mr. Aditya Pagaria Mr. Aditya Pagaria,
    Mr. Pratik Tibrewal

    Powered by Capital Market - Live News

  • Axis MF Announces IDCW Income Distribution cum Capital Withdrawal (IDCW) under its schemes

    Axis Mutual Fund has announced 17 January 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) under the IDCW option of following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:

    Axis Midcap Fund ' Regular Plan ' IDCW Option: 3.59

    Axis Midcap Fund ' Direct Plan ' IDCW Option: 4.72

    Axis Small Cap Fund ' Regular Plan ' IDCW Option: 4.03

    Axis Small Cap Fund ' Direct Plan ' IDCW Option: 4.69

    Axis Bluechip Fund ' Regular Plan ' IDCW Option: 0.96

    Axis Bluechip Fund ' Direct Plan ' IDCW Option: 1.36

    Axis ELSS Tax Saver Fund ' Regular Plan ' IDCW Option: 2.15

    Axis ELSS Tax Saver Fund ' Direct Plan ' IDCW Option: 4.57

    Axis Focused Fund ' Regular Plan ' IDCW Option: 1.64

    Axis Focused Fund ' Direct Plan ' IDCW Option: 2.91

    Axis Growth Opportunities Fund ' Regular Plan ' IDCW Option: 1.50

    Axis Growth Opportunities Fund ' Direct Plan ' IDCW Option: 1.90

    Axis Value Fund ' Regular Plan ' IDCW Option: 1.47

    Axis Value Fund ' Direct Plan ' IDCW Option: 1.54

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

27 July 2015

Total AUM (Cr)

₹967.80

AXIS Equity Savings Fund (IDCW-Q) is an Equity Savings-oriented fund from the renowned AMC, Axis Mutual Fund. Launched in 27 July 2015, this fund is managed by Mayank Hyanki. With assets under management (AUM) worth ₹967.8 (Cr), as of 20 February 2025, AXIS Equity Savings Fund (IDCW-Q) is categorized as a Equity Savings within its segment. The fund has generated a return of 8.22% since its launch.
The current NAV of AXIS Equity Savings Fund (IDCW-Q) is ₹12.18, as on 20 February 2025. The fund's benchmark index is NIFTY Equity Savings Index TRI. You can invest in AXIS Equity Savings Fund (IDCW-Q) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If redeemed/swich out within 1 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1%1.00% - If redeemed/switched out on or within 1 months from the date of allotmentNIL - If redeemed/switch out after 1 months from the date of allotment. The fund has generated 8.88% and 9.35% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 70.06% in Equity, 29.07% in Debt and 0.86% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 33.68% in Cash & Others, 29.07% in Debt, 16.97% in Banks, 8.86% in Petroleum Products, 6.46% in IT-Software

FAQs

How to Invest in AXIS Equity Savings Fund (IDCW-Q) Direct Growth?

AXIS Equity Savings Fund (IDCW-Q) is a popular fund in the Equity Savings segment. The fund has generated a return of 8.22% since inception. Looking to invest in AXIS Equity Savings Fund (IDCW-Q) How about earning 1% extra return? All this is possible with m.Stock! Investing in AXIS Equity Savings Fund (IDCW-Q) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, AXIS Equity Savings Fund (IDCW-Q)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in AXIS Equity Savings Fund (IDCW-Q) today and reap the benefits of this Equity Savings fund!

How much returns has AXIS Equity Savings Fund (IDCW-Q) Direct Growth generated?

In the short term, i.e., 1 year, AXIS Equity Savings Fund (IDCW-Q) has generated annualised return of 5.93%. In the long-term, the fund has generated 8.88% and 9.35% in 3 and 5 years respectively. Since its inception, the fund has generated 8.22% returns.

What is the expense ratio of AXIS Equity Savings Fund (IDCW-Q) Direct Growth?

The expense ratio of AXIS Equity Savings Fund (IDCW-Q) Direct Growth is 2.26%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of AXIS Equity Savings Fund (IDCW-Q) Fund Direct Growth?

The Assets Under Management (AUM) of AXIS Equity Savings Fund (IDCW-Q) is ₹967.8 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from AXIS Equity Savings Fund (IDCW-Q) Direct Growth?

Redeeming or selling units of AXIS Equity Savings Fund (IDCW-Q) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from AXIS Equity Savings Fund (IDCW-Q):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case AXIS Equity Savings Fund (IDCW-Q)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.